OverviewCIBC Financial Advisor, Small Business – 07 Full Time in Saskatoon, SK
Branch Saskatoon SK CA
Financial Advisor, Small Business – 07
To proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice…
We’re on a mission to build the relationship-focused bank of the future and we’re looking for the passionate collaborators, innovators, advisors, and leaders who can get us there. Our distinct culture is built on a shared commitment to do what’s right for our clients, our people, and our communities, and we strive for excellence in everything we do. Because life at CIBC is not only what you do, but how you do it.
To learn more about CIBC, please visit CIBC.com
What You’ll Be Doing
As a seasoned Financial Advisor in Small Business, you will grow and manage a portfolio providing a unique needs-based sales approach to assist your clients in achieving their evolving financial goals. You will develop and foster relationships while focusing on helping Canadian small businesses succeed.
To proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice and recommendations. You will provide advice and financial solutions to meet the needs of small business customers by utilizing financial planning skills, assessing customer needs and by promoting and selling a full range of both personal and small business banking products
How You’ll Succeed
. You must have completed the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
. The Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation is preferred at the time of hire. If you do not have either of these designations, you will have 36 months from the date of hire to complete the PFP
. You must have excellent financial planning skills, the ability to examine portfolio client base to identify potential for further business. Plan and execute a business development plan to acquire business clients in support of business unit objectives and CIBC strategies
Who You Are
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
- You act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
What CIBC Offers
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training
Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
- Develop through ongoing learning and growth: List any training and development opportunities that are specific to this role/your LOB (e.g. formal mentorship program).
What You Need to Know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation during the application or interview process, please contact [email protected]
You need to be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work or study permit
This is a regular full time role with a schedule of 37.5 hours each week. Your hours will be based on our banking centre operations, and you may need to work days, evenings and weekends
Employment Type: Full Time
Location: Saskatoon, SK, CA
Posted on: 2018-01-10